Norman Michael
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Recent activity by Norman Michael-
Shareholders
Overview Simple Invest 360's Shareholders screen gives you the ability to record, view, and manage shareholder details in one centralised, easy-to-use screen. This article provides instructions on...
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Getting Started with Simple Invest 360
Your Simple Invest 360 help resources We understand that jumping into new software can be a daunting task for some. But the team at BGL has your back. As new members of our BGL family, we will be ...
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Statement of Financial Position
Introduction Statement of Financial Position discloses the Assets, Liabilities and Equity of a business at a point in time. Navigation Navigate to Reports from the Main toolbar on the left s...
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Annual Tax Statement
Introduction The Annual Tax Statement (previously called Distribution statement) is issued by an entity to each member who receives a distribution, showing the various components attached to the d...
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Statement of Distribution
IntroductionStatement of Distribution discloses information that is needed to be provided to each beneficiary, to whom that information relates, to allow them to complete their own tax return.Navig...
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FuseSign
Overview FuseSign is an affordable, intuitive and easy to use Digital Signature tool. FuseSigns integration into Simple Invest 360 empowers you to sign, send and manage your compliance documents ...
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Income Streaming
Note: BGL does not provide accounting or taxation advice. The following is designed to act as a guide for Simple Invest 360 users. It is not designed to be accounting or tax advice and should...
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Portfolio Progress Report
IntroductionPortfolio Progress Report contains a bar chart that shows the total value of the entity on a monthly/quarterly/yearly basis. You have full control over the reporting frequency of the re...
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Declaration of Distribution Resolution
Introduction The Declaration of Distribution Resolution a document that outlines how the entity determines to distribute its income. This document contains a more concise and consolidated format t...
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Create Entities from existing Trusts/Companies in CAS 360
Overview Instantly create trusts and Companies in Simple Invest 360 with our CAS 360 integration. Trust and Company data from CAS 360 can now be imported into Simple Invest 360. Requirements The...